According to incomplete statistics, as of November 30, eight securities companies have released their list of gold stocks in December. The Kweichow Moutai Co.Ltd(600519) whose share price once again hit 2000 yuan was favored by a number of securities companies. Individual stocks such as Gf Securities Co.Ltd(000776) , China Merchants Bank Co.Ltd(600036) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Anhui Zhongding Sealing Parts Co.Ltd(000887) have also been favored by securities companies.
For the December market, brokers believe that A-Shares have no systematic risk, but it is also difficult to have trend opportunities. The market is mainly carried out in local areas. The growth direction of high prosperity is still the main line of the market, and new energy, military industry, semiconductor and other sectors deserve attention.
Kweichow Moutai Co.Ltd(600519) supported by many securities companies
According to incomplete statistics, at present, 8 securities companies such as China Galaxy Securities Co.Ltd(601881) , Huatai Securities Co.Ltd(601688) and Ping An Securities have successively announced the monthly investment portfolio in December, and nearly 70 A-share "gold shares" recommended by them cover banking, securities companies, automobile, chemical and other industries.
Kweichow Moutai Co.Ltd(600519) is favored by Zheshang Securities Co.Ltd(601878) , Ping An Securities and China Galaxy Securities Co.Ltd(601881) securities. China Galaxy Securities Co.Ltd(601881) Securities pointed out that Kweichow Moutai Co.Ltd(600519) has a long-term competitive advantage, and the market's expectation of Maotai liquor price increase has increased recently.
The stocks favored by more than two securities companies in December also include Gf Securities Co.Ltd(000776) , China Merchants Bank Co.Ltd(600036) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Zhejiang Hangke Technology Incorporated Company(688006) . From the perspective of Shenwan industry, these stocks are distributed in many fields such as non bank finance, banking, electronics, automobile, mechanical equipment and so on. As a listed company in Hong Kong stocks, SIMORE international was also recommended by securities companies in December. Debon securities is optimistic about its configuration value.
Stocks recommended by securities companies in December:
From the perspective of industry distribution, among the gold stocks recommended by the eight securities companies in December, there are 8 stocks belonging to the mechanical equipment industry and the food and beverage industry, 6 stocks belonging to the chemical, pharmaceutical and biological industries, and 5 stocks belonging to the non-ferrous metal, electrical equipment and computer industries.
Gold stock portfolio of 8 Securities Companies in December:
Looking back on the gold stocks recommended by securities companies in November, the data show that as of November 30, more than 40 stocks closed with a monthly increase of more than 5% and 28 stocks with a monthly increase of more than 10%. The Jiangsu Zhongtian Technology Co.Ltd(600522) recommended by Tianfeng Securities Co.Ltd(601162) rose by 83.78% in November, and the Cabio Biotech (Wuhan) Co.Ltd(688089) , Soochow Securities Co.Ltd(601555) , Changsha Jingjia Microelectronics Co.Ltd(300474) , Tianfeng Securities Co.Ltd(601162) recommended by Ningbo Sanxing Medical Electric Co.Ltd(601567) recommended by open source securities increased by more than 30% in November.
the cross year market will expand slowly
China Galaxy Securities Co.Ltd(601881) Securities believes that looking forward to December, China's macro environment is relatively conducive to the A-share market, the future stable growth policy is still the main tone, and the marginal strength will gradually increase, and the impact of the emergence of mutated virus is relatively limited. A-Shares are highly likely to rise in rotation, and it is suggested to allocate growth and value in a balanced manner.
Ping An Securities is relatively optimistic about the market performance in December. It believes that the current market environment is mild, and the market bottom is supported by "improved economy month on month + stable and loose liquidity". The central bank's monetary policy implementation report releases a wide credit signal, and the market as a whole is expected to fluctuate upward. It is suggested that investors grasp the high boom plate driven by policies and industrial trends in the medium and long term.
China Merchants Securities Co.Ltd(600999) believes that the cross year market will expand slowly, and it is suggested to expand the layout along three ideas: first, new energy and military industry, and their annual performance is still expected to grow at a high speed; Second, digital infrastructure is in line with the technology Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) trend, and the performance of communications, computers, consumer electronics and components is expected to grow steadily next year; Third, pure undervalued securities companies, real estate, building materials and banks are also expected to usher in valuation repair.
Huatai Securities Co.Ltd(601688) from the perspective of prosperity, investors are advised to pay attention to four directions: first, upstream resource products of lithium battery industry chain, such as lithium salt and DMC; Second, with the catalysis of national policies, the landscape of relevant industrial chains is high, and it is expected to usher in rare earth and rare earth permanent magnet plates with both volume and price rising; Third, the military industry sector with sufficient orders, high prosperity and strong market consistency expectation next year; Fourth, mass consumer goods, agriculture, forestry, animal husbandry and fishery.
(China Securities Journal)
